Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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21 results found
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Restrict a user to use only one branch for his entries.
Restrict a user to use only one or many branches for his voucher entries.
3 votes -
Want opening screen of task for users instead of dashboard.
Want opening screen of task for users instead of dashboard.
3 votes -
reset a "user's password"
Give Admins the ability to force a password reset of any and all timesheet users, vendors, or other users.
1 vote -
Assign user to a branch
Currently a user can access all branches. It would be great if a user can be assigned one particular branch instead of the default branch.
19 votes -
Restrict Bank / Cash Accounts
There should be an option di allow/restrict individual bank/cash accounts as I don't want a user to see all of the business's accounts. For example, I only want user X to maintain a petty cash account without being able to see all of the other accounts.
4 votes -
Create Branch-Based standalone workspaces
It would be very interesting to make possible to create a kind an branch-based "ecosystem", like a "sub-organization" :
- set permissions to user roles based on branches (restrict a user to a specific branch)
- setup document templates for a specific branch and assign automatically the right document template depending on selected branchSo some users would be able to manage an entire Branch without having access to other branches.
5 votes -
Transaction confidentiality per Branch
We want to have a login option per branch and confidentiality of branch transactions. The list of customers, invoices, and other transactions per branch is only visible to the admin and branch user. Other branches should not be able to see other branches' customer lists and transactions.
Also, we want to have a feature that you can create a customized report including the sales, invoices, payments received, expenses, etc. on a single report, to avoid the number of papers used per report.
Hope this will be considered.
Thank you.
3 votes -
Firm access like QuickBooks
I would like to have the same options as a firm in Quickbooks and not have to buy licenses for consultants to access clients under my firm.
1 vote -
multiple users can access multiple selected customers
Important for client servicing account managers and executives
1 vote -
Need to separate access for Invoices and Recurring Invoices
I would users to be able to create Invoices for a customer but, not see or edit any recurring invoices.
2 votes -
Data based access management
In my org, I would not want certain users to not see certain transactions. For eg, expenditures made of certain chart of accounts should not be visible to certain departments. Currently we can set module based permissions only and data within module based permission.
12 votes -
Must be a setting that e-mails sent from the system is sent from the users e-mail addy and not the primary e-mail address of the system.
Customers are responding to the wrong e-mail address and we cannot set to automatically send emails out of books from the users e-mail. Only the Primary e-mail addy.
4 votes -
Need restriction branch level user role
please note that in the current software which you have provided us need some customization, as we want limited access of data to our branch/sub-divisions.you are requested kindly guide us for the same so that limited excess can be provided to the concern team.
9 votes -
Permanent test organization
Please allow subscribed users (at least with Professional subscription) to have a permanent 2nd small company with full features, in order to do sandbox testing.
As is, I'd have to double my Professional subscription cost to have a full-featured sandbox. Or else, create a new trial company every few weeks, which is quite inconvenient.2 votes -
5 votes
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invoice, estimate, Sales order editing permission should apply by user wise (i.e., The user should edit invoice, estimates which he created)
Dear Sir,
With reference to the subject above,The user should have edit rights to only which he is created (invoices, po;s estimates, sales orders etc.)
But he can edit & view all customers/items which is created by other users.
Only we need User wise EDIT/DELETE access to INVOICES, PO'S, ESTIMATES, SALES ORDERS etc.
1 vote -
restrict roles
The Staff - Assigned Customers Only states Access to all modules, transactions and data of assigned customers and all vendors except reports, settings and accountant.
If you assign a customer to the user it is assumed that they can view / create purchase order, expenses, etc only for that customer. However, this user is able to see company wide expenses and Purchase Orders which is quite bizarre. This role should restrict the user's permissions across all modules for the assigned customer. Else it defeats the purpose of having this role.
4 votes -
Restrict Sharing option of master and transaction for certain roles
Restricting Export, Print and PDF is a very essential security option for our company, as the accounts is handled by executives who are in direct touch with our channel partners and competitors. They record all transactions related to our multiple branches. We would like to avoid sharing of our company data to people outside our organisation. As this concerns our security policy, kindly try to make modifications to help us protect our data.
2 votes -
Role based transaction approval with additional criteria
Currently Zoho books is limiting us to setup a specific user to approve transactions and this is restricting us in a horizontally wide organization where there are multiple departments and multiple roles within each. In such cases, I cannot have one person to be approving all the sales or purchase transactions.
3 votes -
Online Indicator for Users
As an admin sometimes i need an online indicator for users and login history and idle time, it's something like facebook chat indicator on the right to know who's online and when is the last time they logged in... it's needed.
6 votes
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